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We asked professional wealth advisers to weigh in.
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your ...
A one-time billionaire wealth tax won’t trigger an exodus—decades of economic evidence show that exit is rare.
A few weeks ago, Michael Green published a post where he argued that the poverty line for a family of four in the U.S. wasn't $32,100 in annual income (as currently claimed by the Department of Health...
Roth conversions can save thousands in taxes, but they can also trigger Medicare IRMAA surcharges that quietly add up to more than $5,000 a year. Most retirees never see it coming, because the rules f...
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. The post A Guide to Managing Sudden Wealth: Key Financial Co...
Retiring at 50 sounds bold, almost unthinkable for most people, but for Kent, it was the only decision that made sense once life, loss, and perspective pushed everything into focus. In this conversati...
Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review these key financial planning ideas before 2026.
How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how trillions may move across families.
Explore how Trump accounts compare to baby bonds, why tax policy favors wealthy families, and what economists propose to close the racial wealth gap.
Michael Dell’s $6B donation expands Trump’s child wealth accounts, but design flaws mean the largest benefits still flow to wealthy families.
I can't stand AI-assisted writing anymore. It's all over Substack. It's in my LinkedIn replies. It's everywhere. Like a disease slowly infecting our literary consciousness. I even see it from people w...
What if you could employ gift giving strategies that benefit the receiver and also provide the giver significant strategic financial and tax planning advantages? The post The Unexpected Gifts of Givin...
People knock real estate for being slow and tedious. I get it. It’s not nearly as exciting as chasing big tech or the latest AI winner. But slow and steady might be exactly what the doctor order...
While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy....
Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes....
SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and client education....
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
I (M74) am really having a difficult time trying to decide how and who to handle our assets after my death. I have done most of our investing and financial management in the past. The majority is in b...
Why Doctors Are Looking Beyond Apartments Many physicians who discovered passive income through multifamily syndications over the last decade are ... Read more...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast numb...
Some people hear me say I’m a third-generation self-made millionaire and a third-generation early retiree, and they instantly question it. They assume I had a head start. They assume “self...
What if the “smart” money choice isn’t the choice that builds your best life? This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a P...
Why am I so intent on accumulating wealth, despite not having children? It's because of my scarcity mindset. Here's how I'm working on it. The post The Queer Scarcity Mindset appeared first on The Whi...
Should the new temporary senior tax deduction change your Roth conversion strategy? Joe and Big Al spitball for Chris in Maple Grove, Minnesota, who wonders whether to keep converting to Roth now that...
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way....
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it's too late. And...
In this episode, we dive into Stephen's fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. Is this...
Winning the lottery may be rare, but estate tax mistakes aren't. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes an...
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally....
Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth....
Most of us enter medicine because we care about outcomes, lives, and long-term impact. Yet, somewhere along the way, many ... Read more...
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans....
Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-laid financial plans, today on Your Money, Your Wealth® podcast 552. Big Wallet Barbie and Ken from the...
Episode 497 Fred jumps from investment to investment, always chasing the headlines but never building wealth. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subsc...
While alternatives offer diversification and higher potential returns, including them in your workplace retirement plan would require careful consideration....
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources. The post Social Security: Surprising Insights on How the Pro...
You don’t have to look very hard for bad news these days.Even when the stock market and economy are booming ... Read more...
We’re playing “which comes first” today on Your Money, Your Wealth® podcast number 551 with Joe Anderson, CFP® and Big Al Clopine, CPA. “Retired G-Man and Nurse Ratched...
To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible....
As long-time investors, we all understand the importance of diversification when it comes to growing wealth. Bear markets and corrections are inevitable, which is why putting everything into a single ...
The American wealth culture is nothing if not ironic. People earning six figures or more will sit across from a ... Read more...
With so many business-owning Baby Boomers set to retire, wealth advisers need a plan to ensure their business-owning clients and prospects become and remain their best clients....
Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele....
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your f...
A reader asks: I am a 22-year-old CFA Level 3 candidate. I work as a portfolio analyst for a wealth ... Read more...